Issuer Direct (ISDR) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisChartEarningsHeadlinesInsider TradesOwnershipSEC FilingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Issuer Direct (NYSE:ISDR)CurrentInstitutional OwnershipPercentage50.02%Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$1.18MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$122.08K Get ISDR Insider Trade Alerts Want to know when executives and insiders are buying or selling Issuer Direct stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data ISDR Institutional Buying and Selling by Quarter Issuer Direct Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/10/2024 Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.075% 11/15/2024 Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.076% 11/6/2024 Bard Associates Inc.133,805$1.60M0.5%+14.2%3.494% 8/9/2024 Renaissance Technologies LLC38,338$301K0.0%-16.4%1.004% 8/9/2024 Dimensional Fund Advisors LP35,894$282K0.0%-18.3%0.940% 5/10/2024Acadian Asset Management LLC6,761$86K0.0%-29.0%0.177% 11/13/2023Acadian Asset Management LLC9,887$185K0.0%-7.6%0.260% 11/6/2023 Seizert Capital Partners LLC10,831$204K0.0%-11.0%0.284% 10/26/2023 Punch & Associates Investment Management Inc.87,795$1.65M0.1%+35.0%2.304% 8/7/2023Acadian Asset Management LLC10,705$199K0.0%-37.0%0.282% Get the Latest News and Ratings for ISDR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Issuer Direct and its competitors with MarketBeat's FREE daily newsletter. 7/27/2023 Seizert Capital Partners LLC12,163$229K0.0%-50.3%0.321% 5/11/2023Acadian Asset Management LLC17,001$357K0.0%-4.3%0.449% 5/9/2023 Seizert Capital Partners LLC24,481$515K0.0%-19.1%0.646% 2/15/2023 Forager Capital Management LLC459,909$11.50M4.9%+2.8%12.132% 2/10/2023 Bard Associates Inc.115,181$2.88M1.2%-0.3%3.038% 2/1/2023 Legato Capital Management LLC9,265$232K0.0%N/A0.244% 11/15/2022 Forager Capital Management LLC447,554$9.09M5.7%-1.5%11.806% 11/2/2022 Seizert Capital Partners LLC30,247$614K0.0%-8.8%0.838% 8/11/2022 Bard Associates Inc.115,873$2.95M1.3%+5.4%3.209% 4/29/2022 Navellier & Associates Inc.15,809$470K0.1%-4.2%0.417% 2/14/2022 Navellier & Associates Inc.16,509$486K0.1%+25.0%0.435% 2/14/2022 Forager Capital Management LLC394,697$11.62M5.6%N/A10.411% 2/10/2022Acadian Asset Management LLC17,758$522K0.0%+11.9%0.468% 11/12/2021 Renaissance Technologies LLC42,038$1.10M0.0%-5.0%1.109% 11/9/2021BlackRock Inc.11,599$304K0.0%+143.1%0.306% 11/3/2021 Seizert Capital Partners LLC33,148$867K0.0%+16.7%0.875% 10/28/2021 Navellier & Associates Inc.13,208$345K0.1%+11.3%0.349% 8/17/2021 Bridgeway Capital Management LLC17,900$485K0.0%+8.5%0.473% 8/13/2021 Renaissance Technologies LLC44,267$1.20M0.0%-32.7%1.169% 8/13/2021 Geode Capital Management LLC22,095$599K0.0%+11.6%0.584% 8/13/2021 Vanguard Group Inc.176,175$4.78M0.0%-8.2%4.653% 8/12/2021 Dimensional Fund Advisors LP32,906$892K0.0%+41.7%0.869% 8/12/2021 Globeflex Capital L P13,718$372K0.1%N/A0.362% 8/12/2021 Bard Associates Inc.111,068$3.01M1.0%+14.6%2.934% 8/9/2021 Navellier & Associates Inc11,862$322K0.0%+27.3%0.315% 8/5/2021 Legato Capital Management LLC14,538$394K0.1%N/A0.386% 8/5/2021 Seizert Capital Partners LLC28,393$770K0.0%+105.5%0.753% 8/2/2021 Advisor Group Holdings Inc.2,620$71K0.0%+133.9%0.070% 5/25/2021 Cove Street Capital LLC1,300$29K0.0%-48.0%0.035% 5/14/2021 Dimensional Fund Advisors LP23,216$509K0.0%+45.5%0.616% Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is5/14/2021 O Shaughnessy Asset Management LLC10,368$227K0.0%-30.5%0.275% 5/13/2021 Renaissance Technologies LLC65,738$1.44M0.0%-38.2%1.746% 5/12/2021 Geode Capital Management LLC19,805$434K0.0%-33.5%0.526% 5/12/2021 Navellier & Associates Inc9,319$204K0.0%N/A0.247% 3/8/2021 Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426% (Data available from 1/1/2016 forward) ISDR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ISDR shares? During the previous two years, the following institutional investors and hedge funds held shares of Issuer Direct shares: Punch & Associates Investment Management Inc. ($1.65M), Bard Associates Inc. ($1.60M), Garden State Investment Advisory Services LLC ($492K), Renaissance Technologies LLC ($301K), Dimensional Fund Advisors LP ($282K), and Seizert Capital Partners LLC ($204K), and Acadian Asset Management LLC ($86K).Learn more on ISDR's institutional investors. What percentage of Issuer Direct stock is owned by institutional investors? 50.02% of Issuer Direct stock is owned by institutional investors. Learn more on ISDR's institutional investor holdings. Which institutional investors have been buying Issuer Direct stock? The following institutional investors have purchased Issuer Direct stock in the last 24 months: Garden State Investment Advisory Services LLC ($82.40K), Punch & Associates Investment Management Inc. ($22.76K), and Bard Associates Inc. ($16.62K). How much institutional buying is happening at Issuer Direct? Institutional investors have bought a total of 121,783 shares in the last 24 months. This purchase volume represents approximately $1.61M in transactions. Which Issuer Direct major shareholders have been selling company stock? The following institutional investors have sold Issuer Direct stock in the last 24 months: Seizert Capital Partners LLC ($13.65K), Acadian Asset Management LLC ($9.88K), Dimensional Fund Advisors LP ($8.06K), and Renaissance Technologies LLC ($7.50K). How much institutional selling is happening at Issuer Direct? Institutional investors have sold a total of 39,087 shares in the last 24 months. This volume of shares sold represents approximately $547.94K in transactions. 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